3 Best Financial Services in Sudbury, ON

"Sandra Mews & Associates takes a holistic approach to financial planning, helping clients navigate life’s most complex transitions such as inheritance, divorce, retirement, or the loss of a loved one. Since 1991, they have provided personalized strategies that integrate investment management, retirement income solutions, insurance, estate, wealth transfer, legacy and tax planning. Led by Sandra Mews, a globally recognized financial expert with over 30 years of experience and 15 national and international awards, their team is known for its integrity, compassion, and precision. Sandra’s leadership and personal experience inspire their commitment to helping clients feel secure and confident about their financial future. They partner with Raintree Financial Solutions to offer access to discretionary portfolio management and alternative investment opportunities. Their investment philosophy is grounded in long-term thinking, independent research, and global trends, ensuring portfolios reflect each client’s goals, values, and timeline. As independent brokers, they also provide risk management tools using life and living benefits insurance, including disability, critical illness, and long-term care coverage. Insurance is not only protection, it can be a strategic asset for tax planning and conservative investing. In 2023, they sold their Larch Street location to evolve with their clients’ changing needs and expand their services across new platforms. They continue to offer clarity in complexity and trusted guidance through every stage of life.

"Bisaillon Asset Management, owned by Raymond Bisaillon, provides comprehensive financial advisory services to his loyal client base, ensuring their financial goals and objectives are successfully achieved. He has over 20 years of portfolio management experience and is an active member of the Sudbury Community Foundation. The Bisaillon Asset Management team believes in honesty and upholds strong moral and ethical principles and values. They are dedicated to helping their clients achieve financial freedom by providing various services, products, and plans to meet diverse needs. They believe in building long-term relationships based on trust, transparency, and mutual respect. By actively engaging with their clients and the community, they strive to positively impact the lives of those they serve. The firm has certified professionals and satisfied clients.

"Innova Wealth Partners' founder, managing partner, and chief investment officer Jean-François Démoré leads a team that prides itself on providing holistic financial advice based on a thorough analysis of clients' financial profiles, resulting in more personalized recommendations. As independent, comprehensive financial generalists, the team prides itself on providing holistic financial advice based on a thorough analysis of clients' financial profiles, resulting in more personalized recommendations. Starting from the top, they analyze all assets and liabilities, including mortgages and lines of credit, and all forms of insurance, including life and disability, income tax, budget, and health benefit plans, to find inefficiencies in a person's financial profile. By strengthening every aspect of their clients' financial foundation, they help them build toward a secure future and peace of mind. Their mission is to develop financial literacy in their community and provide their clients with absolute peace of mind about their finances so that they can understand their financial decisions better. They operate on a transparent fee-for-service platform where fees are visible, easy to understand, and below market price. Their team combines years of experience, advanced certifications, and deep knowledge in investment management, retirement planning, insurance, income taxes, and more.